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Invesco FTSE RAFI US 1500 Small-Mid ETF

289 hedge funds and large institutions have $959M invested in Invesco FTSE RAFI US 1500 Small-Mid ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$24.9M
2 +$7.91M
3 +$5.49M
4
Invesco
Invesco
Georgia
+$4.68M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
Mascagni Wealth Management
Mississippi
$203K
IFA
202
Index Fund Advisors
California
$202K
IA
203
IFP Advisors
Florida
$201K
CIA
204
Capital Investment Advisors
Georgia
$200K
CFFP
205
Center for Financial Planning
Michigan
$197K
CMBA
206
C.M. Bidwell & Associates
Hawaii
$197K
CCMI
207
Creative Capital Management Investments
California
$193K
FFO
208
Fortitude Family Office
Arizona
$176K
OC
209
Oakworth Capital
Alabama
$171K
RFP
210
Root Financial Partners
California
$151K
RWM
211
RMG Wealth Management
Wisconsin
$130K
PS
212
Principal Securities
Iowa
$123K
AEPWM
213
Atlantic Edge Private Wealth Management
Florida
$122K
AWM
214
AE Wealth Management
Kansas
$120K
CIAS
215
Capital Investment Advisory Services
North Carolina
$114K
ITIM
216
Indiana Trust & Investment Management
Indiana
$108K
HNB
217
Huntington National Bank
Ohio
$107K
GI
218
GAMMA Investing
California
$107K
AF
219
Allworth Financial
California
$105K
GWM
220
Geneos Wealth Management
Colorado
$102K
BFPW
221
BOK Financial Private Wealth
Colorado
$90.8K
SAM
222
Smartleaf Asset Management
Massachusetts
$84K
CIAS
223
CBIZ Investment Advisory Services
Ohio
$81.3K
TCM
224
Triumph Capital Management
Colorado
$80.4K
AUB
225
Atlantic Union Bankshares
Virginia
$78.7K